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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,738 | $56,110+65.3% | $94,993-2.4% | $70,126+32.2% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.9%+23.8pp | 69.5%+28.1pp |
| Annual return | 13.69% | 51.02%-37.3pp | 27.14%-13.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $7,619 | $1,442+428.3% | $2,603+192.7% | $2,343+225.3% |
| Participant deferral / active EE | $5,015 | $2,391+109.7% | $3,317+51.2% | $3,332+50.5% |
| Admin fee / account holder | $102 | $3,456-97.1% | $4,960-97.9% | $4,645-97.8% |